Retail Personal Banker Associate II - Angola

Fifth Third Bank • Angola, IN

18d • Onsite

About The Position

The selected candidate will complete a 4–8 week onboarding and education program, rotating through Operations and Sales & Service, and complete a certification demonstrating the skills needed for the Retail Personal Banker job family. The role is a sales position focused on developing sales and customer relationships through deposits, loans, fee-based services, and customer retention. The banker sells banking products and services to existing and prospective customers while providing specialized care and service.

The position uses a consultative sales and service process to understand customers’ financial needs, recommend appropriate solutions, and build relationships. It requires collaboration with internal business partners, proactive customer outreach, and participation in sales and community activities. The banker is accountable for following policies, protecting confidential information, managing risk, and supporting a positive customer experience. The position requires travel for training, including travel outside the affiliate for classroom sessions, and scheduling flexibility.

Requirements

• College degree, work experience providing transferable skills, or a combination of education and experience.
• Ability to develop comfort with sales activities to acquire new consumer household and small business customers and cross-sell to existing customers.
• Ability to demonstrate understanding of advanced math functions for analyzing credit and financial information.
• Ability to professionally represent Fifth Third Bank in appearance and verbal and written communication.
• Ability to develop working knowledge of Retail policies and procedures and use good judgment in making sound decisions.
• Must obtain S.A.F.E. Act registration through the Nationwide Mortgage Licensing System (NMLS) at the time of employment.

Nice To Haves

• Experience in the financial industry.

Responsibilities

• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify current and future financial needs.
• Maintain knowledge of Retail consumer and small business products and services and recommend appropriate solutions.
• Use CAMP and other approved marketing tools to contact customers and schedule periodic financial reviews.
• Cross-sell to existing customers and participate in outside sales activities, including onsite presentations, business sales calls, and community financial literacy events, as directed.
• Build relationships with assigned Mortgage, Small Business, Commercial, and Investment partners and refer customers when appropriate.
• Meet or exceed customer experience and individual and team production goals and contribute to year-over-year revenue growth.
• Provide guidance to CSRs on sales and referrals.
• Promote customer satisfaction through a friendly, helpful, professional demeanor; answer questions and take ownership of customer issues.
• Keep business information confidential and follow the Bancorp Code of Business Conduct and Ethics and related policies.
• Follow established policies and procedures when opening and servicing Retail products.
• Participate in consumer loan and bankcard processes, managing sourced loans from application through closing.
• Participate in Financial Center or Bank Mart opening and closing processes as directed by the Financial Center Manager.
• Keep current on Retail procedures for mitigating fraud and unnecessary risk or exposure.

Benefits

• Comprehensive benefits programs supporting employees’ and families’ physical, financial, emotional, and social well-being.
• Differentiated compensation offerings.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed